Latest Institutional Transactions on Vanguard Bd Index Fd Inc Short (BSV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Short (BSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
55K+ 24.56% |
$4.24M - $4.32M
|
279K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.4KNew |
$262K - $267K
|
3.4K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
327New |
$25.2K - $25.7K
|
327
$25.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
9.26KNew |
$713K - $727K
|
9.26K
$724K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
3.54K+ 22.7% |
$272K - $278K
|
19.1K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
31+ 1.2% |
$2.39K - $2.44K
|
2.61K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
17+ 0.49% |
$1.31K - $1.34K
|
3.47K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-20.3K- 9.59% |
$1.56M - $1.59M
|
191K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01K+ 5.61% |
$77.4K - $79K
|
18.9K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.45K- 16.79% |
$266K - $271K
|
17.1K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-83- 2.48% |
$6.39K - $6.52K
|
3.27K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
163K+ 11.4% |
$12.6M - $12.8M
|
1.6M
$125M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-64- 1.64% |
$4.93K - $5.03K
|
3.84K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.84K- 35.95% |
$296K - $302K
|
6.84K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.65M+ 20.88% |
$358M - $365M
|
26.9M
$2.1B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-49.9K- 12.4% |
$3.84M - $3.92M
|
353K
$27.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
65+ 0.12% |
$5.01K - $5.11K
|
54.5K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-445- 13.82% |
$34.3K - $35K
|
2.78K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
4.4KNew |
$339K - $346K
|
4.4K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.1K+ 4.03% |
$928K - $947K
|
311K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-217- 3.38% |
$16.7K - $17.1K
|
6.21K
$486K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
336+ 275.41% |
$25.9K - $26.4K
|
458
$35.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.01M- 81.67% |
$77.6M - $79.1M
|
226K
$17.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
11.4KNew |
$879K - $897K
|
11.4K
$893K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.72K+ 0.77% |
$441K - $450K
|
748K
$58.5M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-2.75K- 49.97% |
$212K - $216K
|
2.76K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-550- 10.69% |
$42.4K - $43.2K
|
4.6K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-76.8K- 13.8% |
$5.91M - $6.03M
|
479K
$37.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.37K- 12.68% |
$260K - $265K
|
23.2K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-25- 0.61% |
$1.93K - $1.96K
|
4.07K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.81K+ 310.31% |
$139K - $142K
|
2.39K
$187K
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-2.96K- 7.12% |
$228K - $232K
|
38.6K
$3.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-249- 2.32% |
$19.2K - $19.6K
|
10.5K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-393- 4.98% |
$30.3K - $30.9K
|
7.5K
$587K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-548K- 98.71% |
$42.2M - $43.1M
|
7.19K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-117- 0.43% |
$9.01K - $9.19K
|
27K
$2.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-248- 3.64% |
$19.1K - $19.5K
|
6.56K
$513K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
22.4KNew |
$1.72M - $1.76M
|
22.4K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-921- 2.53% |
$70.9K - $72.4K
|
35.5K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 34.84% |
$7.7K - $7.86K
|
387
$30.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
14.8K+ 108.82% |
$1.14M - $1.16M
|
28.4K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
6.24KNew |
$480K - $490K
|
6.24K
$488K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
9.34K+ 6.39% |
$719K - $734K
|
155K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7.23KNew |
$557K - $568K
|
7.23K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
16.2KNew |
$1.25M - $1.28M
|
16.2K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-24.5K- 35.03% |
$1.89M - $1.93M
|
45.5K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.75K+ 11.9% |
$135K - $137K
|
16.4K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.95K- 2.55% |
$150K - $153K
|
74.5K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-345- 9.92% |
$26.6K - $27.1K
|
3.13K
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-6.81K- 12.96% |
$525K - $535K
|
45.7K
$3.58M
|